QuickBooks Q&A
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Fields needed: project, customer and income spanning Jan 1 2020-Dec 2 2023
Has anyone has success with integrating Salesforce with QuickBooks Online Accountant? I understand that the integration is possible with a normal QuickBooks Online subscriptions but was told that Intuit's integration app does not work with the Accountant's version.Thanks your any help.
Just moved over to Quickbooks online. I'm a Sole Proprietor who mainly uses Quickbooks to track income and expenses, invoice and track payments, banking and to run general reports for my account at tax time. So, I signed up at the Simple Start level, which I would assume all Sole Proprietors and real small business would do. Mostly, it seemed like the right fit until I hit Billable Expenses. Why are Billable Expenses not included at the Simple Start level? They are clearly a function of Invoicing which is clearly part of Simple Start.
My inventory is showing as an expense and Im not sure if that is the right categorization because I read that its supposed to inventory cost of goods sold
import older from CSV file filters out all transaction in my file even though the UI doesn't show the transactions. Has QBSE auto import from bank left breadcrumbs of transaction not downloaded which is interfering with my attempt to import transactions?
it took most of a day yesterday for the migration department to simply get my migration started. We chose chart of accounts and items to transfer over. The items appear to be loaded. The chart of accounts is blank.
SOY NUEVO EN QB TENGO UNA AGENCIA DE ASEGURANZAS EN FLORIDA DE SALUD Y P&C Y QUIERO APRENDER EN COMO PUEDE AYUDARME QB EN MI NEGOCIO
I'm not sure where to put this question, so here it is. I run QuickBooks Premier Plus 2024 on my desktop. The software was recently updated to version R13_50 and it completely broke the program (see Act. Cost & Act. Sales... ?????). The major areas it broke for us: Printing - It won't. It's not my computer, every other program prints with no problems.Reports - It changed almost ALL of my memorized reports and won't let me put them back to how I had them, and the stock reports won't allow me to customize and save them. It appears (at least on some reports) that I am limited to 6 columns - but no matter what I do it won't let me have the "Amount" column. It's CHECKED, but it doesn't appear. My IT guy came out on Friday morning (2/28/25), but when I opened QB there was a message, something about the latest release having problems and they're working on it. Strange, but all day Friday I could do everything like normal. I was able to re-do some of the reports and re-memor
I would like other team members who are in charge of purchases to upload their own receipts.
Call me
Hello- Longtime QuickBooks Desktop user here. A few days ago, my computer did not shut down correctly and when I reopened my file, several weeks of transactions were missing. So I spent several hours researching and was able to restore Auto Recovered data. As soon as I logged in, I attempted to import my QBO file from Capital One and got an error message "QuickBooks is unable to verify the Financial Institution for this download." I fought this situation for a few hours till I finally called QB tech support. A Level 1 walked me through steps to no avail and started a service ticket for Level 2 support. They took my file for a few days and sent it back but am still having this problem. The Level 2 people removed the Banking Feed for Capital One and told me I would have to set that up again but I am unable to link my QB checking account with Capital One. See attachments. When I click on "Capital One", it no longer prompts me to enter my Capital On
How do I resolve an issue with unapplied cash payment on P&L between calendar years? Example below: Received payment on 12/27/24.Payment was $1375, instead of what it should have been ($1350)Invoice created on 1/1/25 for $1350Matched payment to 1/1/25 invoice and used extra $25 as future creditReceived payment on 1/24/25 for $1350 (asked customer to pay less since there was the $25 credit)Invoice created 2/1/25 for $1375Tenant's lease increased in Feb. 2025 hence the 1375Applied $25 credit to 2/1 invoice so customer shows $0 balance appropriately. 2024 P&L report shows Unapplied Cash Payment Income1,375.00 2025 P&L report shows Unapplied Cash Payment Income-1,375.00 When I click on "Unapplied Cash Payment Income" on the 2024 P&L it shows the full list all payments in 2024. My understanding is this is because the payments were received before the invoices were created but I can change the invoice dates t
A few months ago, on the "App transactions" page, I noticed a Stripe connector listed next to eBay, PayPal, Shopify, etc. I was excited because I've wanted this connector for a long time. The 3rd-party Stripe apps are not satisfactory for my small needs. When I clicked on the Stripe connector link, it said this: "You don't have access to this yet. We're currently testing this experience. Check back soon for availability." But now when I go to the App transaction page, I don't see Stripe there anymore. Is QuickBooks going to support Stripe finally, or have you given up?
Hello. I am trying to establish quantity pricing discounts but only have the option to set the discount against the cost, not the average cost. Is it possible to build price levels and quantity discounts based on average cost? Thanks in advance for any insights
QB will not let me enter my home address as a favorite in the mileage tab. I can add other addresses as favorites but not mine...
Ok, I'm a bonehead. I just copied my inventory from excel and it was the wrong inventory file. Can i delete it and start over?
